How to Create and Update Contracted Prices in SIMS using Excel

Creating and Updating Contracted Prices in SIMS using Excel

Creating New Contacted Prices


Scenario 1: Adding a new contracted price for an existing client

  1. Go to Support > Clients and choose the client.
  2. Click on the Contracted Prices tab.
  3. Press + or 'Insert' on the keyboard.
  4. Enter the stock code and choose a fixed price or discount for the item, then save.


Scenario 2: Adding a new contracted price or prices for multiple clients

  1. Go to Support > Clients and choose a client.
  2. Click on the Contracted Prices tab and then click I. This brings up all clients' contracted prices.



  3. Click on the grid's menu and select 'Generate Microsoft Excel template'.



  4. In the resulting Excel template, fill in the required fields (Client, Stock Code, and either Selling Price or Discount) for as many new items as required.
  5. When the Excel sheet is ready, import it back into SIMS using 'Import from Microsoft Excel' in the grid's menu.



VIMP: The above method must be used only for new contracted prices.

Updating Contracted Prices


Amending Contracted Prices

  1. Go to Support > Clients and choose a client.
  2. Click on the Contracted Prices tab and then click I. This brings up all clients' contracted prices.
  3. Click on the grid's menu and select 'Export to Excel'.



  4. Update the discount and/or selling price.

     

  5. Import the file back into SIMS using 'Import from Excel' in the grid menu.
  6. The specific item or items will now be updated with the amended price or discount.



IMP: To make changes  to specific items, select all the fields except the replic id when exporting to Excel. If you leave out any of the required fields (see list under 'Fields to Export' below) and import back to SIMS, the original record will remain unchanged and a new record will be created instead.



If you export current contracted prices without the TranNum column and import the file back with changes, the system will create a new record instead of making the change.


How do I delete a record?

There are three ways to delete a record.

Option 1: Highlight the record and use the 'Delete' key on the keyboard.
Option 2: Enter a past date in the 'Date To' field for the item and then click Delete Expired Items. To add the 'Date to', enter the date you require after exporting to Excel, and then import the sheet back to SIMS.

Before deleting:


After deleting:



Option 3: Use the 'Range from' and 'Range to' fields to select specific items and then press Delete Current View.








    • Related Articles

    • How to Update SIMS

      For optimal results, update SIMS directly from the server. Important notes before updating: - SPOS Users: Close the POS replicator. - All Users: Log out of SIMS and SFM (if applicable). - Remote Desktop Users: Log out of SIMS and SFM before ...

    • How do I set different Selling Prices for customers?

      SIMS allows you to set a different selling price per client. Every time you sell an item to a client, SIMS retains the last price that you sold it per client, per stock card. To view this, go to: SIMS > Support > Client Additional > Last Selling ...

    • SIMS: Importing details into the system using Excel

      To import details into the system from Excel, you must first generate a template with the column names. This can be done by right-clicking the small blue box at the top-left corner of the grid you wish to populate and pressing the Generate Microsoft ...

    • How to remove text and numbers from SIMS in bulk with Excel

      With this method, the user can delete multiple text or numerical fields at one go using an imported Excel sheet. Go to Support > Stock Cards. In the grid menu, select 'Export to Microsoft Excel'. In the next modal, select the fields you would like to ...

    • How to increment the number of selling prices in SIMS

      To increase the number of selling prices in SIMS: From Admin menu, go to Company Maintenance > Selling Prices tab. Increase the value next to Number of SP (selling prices). This can be incremented up to 6 selling prices.

    • Recent Articles

    • How to print a Remittance Advice

      How to print out a Remittance Advice from SFM: Supplier > Print button > Remittance Advice # Select the Reference number* of the selected Range of Payments to print out the Remittance. *

    • Import - Fixed Assets

      The Shireburn Financial Manager (SFM) provides facilities to allow the importing of accounting data from third-party applications and/or your own work sheets into SFM. The options include the import of the Fixed Assets. Attached are the template and ...

    • Generating the INTRASTAT Report

      To generate the INTRASTAT report, follow the steps below: Install the Shireburn Franchises Module Navigate to the Installer Path \\amber\webshare\Installers\Shireburn\Franchises\ShireburnFranchises1.3.0.exe Run the Installer without enabling any ...

    • Sending Remittances in Bulk using e-Reports

      To send outstanding remittance advices in bulk, follow these steps: Navigate to the Remittance Advices Section Go to: - Current Year > Sepa > Sepa Maintenance - Sepa Tab (on top) - Highlight Sepa - Print > Remittance Open the e-Reports Module In the ...

    • How to Reverse a Sales/Purchases Transaction in SFM

      Reversing Entries in SFM Once users confirm an entry in SFM, they cannot modify any of its elements. The only available option is to reverse the entire transaction and re-post it with the correct values. The system supports both simple reversals and ...

    • Popular Articles

    • How do I process an End Of Year in SFM?

      Overview SFM allows posting into two financial years simultaneously. This means that users do not need to finalise 2025 before starting to post entries into 2026. The end of year procedure will move the “Current Year” data into the "Previous Year". ...

    • Do I need to Process an End-of-Year in SIMS?

      SIMS does not require an end of year procedures to be run. However, SIMS controls users to only allow posting of transactions, such as sales invoices, cash sales, adjustments and purchases, within a range of dates referred to as the Posting Period. ...

    • How to setup a System Control Account in SFM? (Bank Account, Cash Account, Stock Control, etc...)

      Create the Account in your Chart of Accounts as seen below. Please make sure you use the code depending on your Heading and Sub-Heading digits. After creating the account, you need to specify the account as a System Control Account. Go to Support > ...

    • How to reset your Shireburn remote desktop service (RDS) account password

      The password for the Shireburn RDS Account used to connect to RDS server is set to expire after 90 days. A notification is provided to the user daily starting 5 days prior to the expiry date. In order to change password, the following steps need to ...

    • SIMS - User Manual

      The attached PDF includes the necessary functions and features of SIMS to get you started. SIMS User Manual.pdf